CIB Portfolio Manager

Job Description

About this role:

Wells Fargo is seeking a CIB Portfolio Manager.

In this role, you will:

- Participate in monitoring, documenting, underwriting, and reacting to the credit quality of an assigned portfolio of loans within CIB Portfolio Management functional area and contribute to large scale planning related to functional area
- Identify opportunity for process improvements within scope of responsibilities
- Review and analyze less complex business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives
- Exercise independent judgment to guide medium risk deliverables
- Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the functions, policies, procedures and compliance requirements
- Collaborate and consult with functional colleagues, internal partners and stakeholders

Required Qualifications:

- 2+ years of CIB Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities includes, but not limited to -

- Reviewing monthly servicer/collateral reports received from clients for completeness & accuracy of information and monitor underlying collateral performance including adherence to borrowing base, covenants, deal triggers, tracking & reporting financial trends of servicer/borrowers and ensuring the facility continue to perform in accordance with the terms of the credit agreement. Preparing quarterly surveillance decks summarizing above key information and terms for the entire ABS portfolio.
- Financial spreading and performing quarterly credit analysis of the clients with detailed credit write-up of both public and non-public companies. The credit write-up includes business (operating), industry, and financial analysis (including forward-looking liquidity, debt schedule and performance to plan analysis) to assess the creditworthiness of borrower/servicer/parent while keeping track of the latest developments in the assigned asset classes.
- Assisting US-based partners in preparing and drafting of annual credit reviews, as well as providing need-based support in conducting financial analysis for pipeline deals.
- Preparing tearsheets to evaluate financial performance of the lessees (counterparties to WF borrowers) based on top exposure concentration within the aircraft and shipping/ container portfolio.
- Performing Basel submissions for all the covered deals by capturing the data against the required Basel variables in an in-house portal on a quarterly basis.
- Training & mentoring junior team members and taking ownership of reviewing, & oversight responsibilities.
- Collaborating and consulting with colleagues and managers to achieve team goals.
- Contributing to transformation/efficiency/process improvement projects, including those with broader impact.

Required Qualifications:

- At least a B.Com/M.Com or an equivalent qualification. MBA, CA, CFA / FRM or an equivalent qualification would be a plus.
- At least 3 to 6 years experience in credit analysis/underwriting of corporates/FIG clients, structured finance, or debt capital markets. Securitization and / or ABS markets related experience and exposure would be an added advantage.
- In-depth understanding of financial statements and accounting policies (IFRS/ GAAP etc.) of large corporates and/or financial institutions with ability to comprehend key risks.
- Proficiency in MS Office (Word, Excel & PowerPoint): Advanced knowledge of excel, VBA, python, macros, etc. would be a plus.
- Experience in transformation projects, process efficiency, etc. would be an added advantage.
- Strong communication skills - both verbal and written. Ability to speak articulately and strong business writing skills.
- High level of personal motivation, strong interpersonal skills, and ability to multitask across contents in an evolving environment.
- Must be comfortable working independently and as part of a team.
- Must be flexible to work in EMEA/partial US shift as per business requirements.

Posting End Date:

24 Sep 2025

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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